See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,997 | $77,419-80.6% | $69,455-78.4% | $152,861-90.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.4%-42.4pp |
| Annual return | 3.81% | 39.06%-35.3pp | 28.97%-25.2pp | 345.32%-341.5pp |
| Employer contribution / active EE | $1,581 | $3,315-52.3% | $2,779-43.1% | $4,762-66.8% |
| Participant deferral / active EE | $1,863 | $4,414-57.8% | $3,535-47.3% | $5,850-68.2% |
| Admin fee / account holder | $11 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |